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Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)
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Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)

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Description:

America's No. 1 estate planning book with interactive CD-ROM software helps you create a will, living trust, living will -- and much more .

Help protect your family and your assets, and save on legal fees! Quicken WillMaker Plus Estate Planning Essential 2008 Edition provides the legal forms you need. So comprehensive, the CD-ROM assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.

Quicken WillMaker Plus Estate Planning Essential 2008 Edition includes a full "health care power of attorney." Dictate the health care you wish to receive if you can't speak for yourself, and be assured that your loved ones won't have to second-guess themselves!

Create your own:

  • Will
  • Living Trusts, including an AB Trust

  • Health Care Directive:
    Living Will
    Health Care Power of Attorney

  • Financial Powers of Attorney
  • Final arrangements document
  • Important documents for executors

    The CD-ROM also provides forms you can use every day, such as authorizations and agreements, child and elder care forms, promissory notes and documents to help you repair your credit.

    For each document, Quicken WillMaker Plus Estate Planning Essentials 2008 Edition takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual. Expert tech support is also available.

    Need to know more? Here are in-depth details about what you can do with Quicken WillMaker Plus Estate Planning Essentials 2008 Edition:

    Your Will

    Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.

    Your Living Trust

    Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.

    Your Health Care Directive lets people who care for you make important decisions about your life and health when you can't. Create a:

    Health Care Power of Attorney Permit a loved one to make important medical decisions for you if you are unable to do so yourself.

    Living Will

    Specify whether you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.

    Your Financial Power of Attorney

    Name someone to make your financial decisions, in case you are medically incapacitated. Don't worry, you can grant as much authority as you wish.

    Your Final Arrangements

    Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more!

    Documents for Your Executor

    Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.

    Personal Finance Documents

    Over a dozen forms that let you handle financial situations you might face on any given day, such as disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale -- and more!

    Home & Family Documents

    Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken WillMaker Plus can handle all these family situations -- and many more!

    Estate planning documents not valid in Louisiana.

  • Product Details:
    Author: Editors of Nolo
    Paperback: 576 pages
    Publisher: NOLO
    Publication Date: October 01, 2007
    Language: English
    ISBN: 1413307167
    Product Weight: 2.0 pounds
    Package Length: 8.8 inches
    Package Width: 7.0 inches
    Package Height: 1.5 inches
    Package Weight: 2.1 pounds
    Average Customer Rating: based on 124 reviews
     
    Customer Reviews:
    Average Customer Review:4.5
    Write an online review and share your thoughts with other customers.

    5very good  Sep 12, 2009
    i am satisfied with the program. it does what i want and is easy to use.


    2 of 2 found the following review helpful:

    4Beware, Mac Owners!  Sep 11, 2009
    Nolo's comprehensive catalog of legal guidebooks cover just about everything under the sun. Thorough, easy to follow, and written in everyday language, these books are outstanding reference sources. Quicken WillMaker Plus 2009 is no exception. As a healthy, single, small business owner with no children, it has been easy to put off making a will, but a cancer diagnosis earlier this year (I'm fine now!) was a real wake-up call. Anyway, I have a couple of other Nolo books in my reference library, so I was excited to find Quicken WillMaker Plus. In addition to the 600+ page book, there are two CD ROMs. One includes all of the forms you could possibly need to do your own will, documents for several types of trusts, health care directives, personal finance forms, durable power of attorney, etc. The second disk is a copy of The Executor's Guide in ebook form. Sounds perfect, and it probably is unless you are using any computer operating system besides Windows! As the owner of three Macs, I was extremely disappointed to make this discovery! The book is still very valuable, but not being able to use the software means having to set up your own forms following the guidelines and examples in the book (there are MANY!) rather than being guided through the step-by-step forms and and being able to use online help. Additionally, you will not be able to download any of the updates during the year, which is very unfortunate. This book is excellent, but I'm not sure it's worth the $70 cover price if you cannot use the software. My advice, if you are a Mac user, would be to buy one of Nolo's guides to making a will and/or estate planning that doesn't include Windows-only software. Apparently, Nolo has no plans to produce a Mac edition, so we're kind of stuck!

    5Very Well Written!  Sep 01, 2009
    This is a very well writen leagl guide! I haven't tried the software yet, but it's worth buying for the book alone. Veru clear and concise explanation of the topics. Great job!

    4Very easy to use  Aug 30, 2009
    The book that comes with the CD is excellent. Reading it first is very helpful in making decisions. The CD is very interactive and prompts you for responses and "coaches" you along the way. If your life is not complicated, this should work very well for most people.

    4So comprehensive, it's almost overwhelming...  Aug 20, 2009
    Quicken WillMaker 2009 is the only product you'll need to create even the most complex will. Estate planning is covered in great detail, with every possibility explored. In addition to the software, the textbook-sized manual covers everything you'll need to know. But even my simple needs were met easily, and without too much fuss.

    As usual, Quicken's products do the job.

     
     
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